Analytic Global Low Volatility Equity

The Analytic Investors team has been managing factor-based investments for over 20 years and are pioneers in low volatility investing. The Global Low Volatility strategy employs a risk forecasting and optimization process developed by Analytic to achieve a more effective risk/return trade-off than a capitalization weighted approach. The strategy consists of long-only portfolios investing in global developed market equity securities designed to reflect the performance characteristics of the MSCI World, Net Index, while focusing on absolute risk reduction. The objective of the strategy is to maintain 30% to 40% less risk than the benchmark, while outperforming the index over a full market cycle.

Strategy details

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